LBMC Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

LBMC Investment Advisors’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,010	Closed	-$307K	–	205
2024 Q3	$307K	Hold	3,010	–	–	0.02%	149
2024 Q2	$264K	Sell	3,010 -6,902	-70%	-$592K	0.02%	153
2024 Q1	$891K	Hold	9,912	–	–	0.08%	77
2023 Q4	$906K	Sell	9,912 -259	-3%	-$21.2K	0.09%	66
2023 Q3	$765K	Buy	10,171 +259	+3%	+$22.1K	0.08%	70
2023 Q2	$858K	Hold	9,912	–	–	0.08%	67
2023 Q1	$842K	Hold	9,912	–	–	0.09%	68
2022 Q4	$834K	Buy	9,912 +6,902	+229%	+$580K	0.09%	64
2022 Q3	$245K	Hold	3,010	–	–	0.03%	130
2022 Q2	$277K	Hold	3,010	–	–	0.03%	117
2022 Q1	$326K	Hold	3,010	–	–	0.03%	115
2021 Q4	$350K	Sell	3,010 -123,904	-98%	-$13.6M	0.03%	120
2021 Q3	$308	Buy	126,914 +123,904	+4,116%	+$13.2M	0.03%	122
2021 Q2	$307K	Hold	3,010	–	–	0.03%	126
2021 Q1	$277K	Hold	3,010	–	–	0.03%	108
2020 Q4	$258K	Hold	3,010	–	–	0.03%	109
2020 Q3	$240K	Hold	3,010	–	–	0.03%	102
2020 Q2	$237K	Sell	3,010 -950	-24%	-$72K	0.04%	88
2020 Q1	$275K	Hold	3,960	–	–	0.05%	73
2019 Q4	$369K	Hold	3,960	–	–	0.05%	69
2019 Q3	$370K	Hold	3,960	–	–	0.06%	62
2019 Q2	$346K	Buy	3,960 +575	+17%	+$50.3K	0.05%	68
2019 Q1	$295K	Hold	3,385	–	–	0.05%	74
2018 Q4	$254K	Hold	3,385	–	–	0.05%	78
2018 Q3	$271K	Hold	3,385	–	–	0.04%	84
2018 Q2	$273K	Sell	3,385 -1,518	-31%	-$117K	0.05%	83
2018 Q1	$370K	Hold	4,903	–	–	0.06%	63
2017 Q4	$397K	Hold	4,903	–	–	0.06%	63
2017 Q3	$392K	Buy	4,903 +3	+0.1%	+$241	0.07%	56
2017 Q2	$391K	Hold	4,900	–	–	0.07%	56
2017 Q1	$385K	Buy	4,900 +2	+0%	+$156	0.07%	59
2016 Q4	$377K	Buy	4,898 +5	+0.1%	+$380	0.07%	60
2016 Q3	$395K	Hold	4,893	–	–	0.08%	58
2016 Q2	$403K	Buy	4,893 +2	+0%	+$157	0.08%	48
2016 Q1	$381K	Buy	4,891 +6	+0.1%	+$435	0.08%	51
2015 Q4	$367K	Buy	4,885 +2	+0%	+$149	0.08%	50
2015 Q3	$346K	Buy	4,883 +2	+0%	+$146	0.08%	47
2015 Q2	$348K	Hold	4,881	–	–	0.07%	45
2015 Q1	$387K	Hold	4,881	–	–	0.09%	42
2014 Q4	$375K	Hold	4,881	–	–	0.09%	41
2014 Q3	$338K	Hold	4,881	–	–	0.08%	38
2014 Q2	$350K	Hold	4,881	–	–	0.09%	37
2014 Q1	$330K	Hold	4,881	–	–	0.08%	40
2013 Q4	$308K	Hold	4,881	–	–	0.08%	41
2013 Q3	$311K	Hold	4,881	–	–	0.09%	39
2013 Q2	$324K	Buy	+4,881	New	+$345K	0.11%	35

Other funds holding IYR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LBMC Investment Advisors's IYR Position: Q4 2024 in Review

LBMC Investment Advisors sold out of iShares US Real Estate ETF (IYR) in Q4 2024, closing a stake of 3,010 shares — an estimated $307K sold.

LBMC Investment Advisors first reported a position in IYR in Q2 2013 and held it in 46 quarters. The position peaked at $906K in Q4 2023. 515 funds tracked by Wall St. Rank hold IYR as of Q4 2024.

LBMC Investment Advisors reported no remaining iShares US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
LBMC Investment Advisors sold 3,010 iShares US Real Estate ETF shares in Q4 2024, an estimated $307K.
LBMC Investment Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 46 quarters.
LBMC Investment Advisors's iShares US Real Estate ETF position peaked at $906K in Q4 2023.
515 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2024.

Based on LBMC Investment Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.